Thank you for being part of the UBS family. We value our relationship with you and are thrilled to invite you to share your success with your friends and family.

From 30 September 2023 onwards, be rewarded with every successful referral of your friends and/or family to UBS.

The rewards are as follow:

At UBS, we endeavor to be a trusted partner that understands and supports you, and we also look forward to bringing this partnership to your friends and family.

UBS Optimus Foundation connects clients with inspiring entrepreneurs, new technologies and proven models that are making a measurable, long-term difference to enduring social and environmental problems. Since its inception 20 years ago, UBS Optimus Foundation has raised over US$1.2b globally. UBS covers all the administration and management costs, employing experts and independent auditors, such that 100% of client donations goes directly to programs.

Qualifying criteria:

1. Referrer Qualifying Criteria: New client funding in the new account with at least Net New Money of US$ 2m within 6 months and maintained within the account for at least 6 months.
2. Referee Qualifying Criteria: New client funding in the new account with at least Net New Money of US$ 2m within 6 months and maintained within the account for at least 6 months.
   Referees are limited to Singapore domiciled prospects only. All referral activities must be conducted in Singapore
   
3. Max. 5 referrals during promotion period

This referral program is subject to the terms and conditions that apply. Please reach out to your client advisor.

Terms & Conditions apply. UBS reserves the right to the final decision in case of any dispute.